SEBI (IA): INA000021261
SEBI (RA): INH000023667
Professional Portfolio Simulator
Multi-Asset forecasting with Monte Carlo simulation and Rebalancing Strategy.
Core Inputs
Portfolio
Total: 100%
Probabilistic Outcomes
Worst Case (10%)
₹3.30 Cr
Most Likely (50%)
₹4.17 Cr
Best Case (90%)
₹5.02 Cr
Sharpe Ratio
Measures risk-adjusted return. Higher is better.
0.48
Most Likely Post-Tax Value: ₹3.93 Cr
(After est. LTCG tax of ₹24.30 L)
Rolling Returns Analysis (Median Path)
1-Year Rolling
42.92% (Avg)
Max 308.65%Min 11.00%
3-Year CAGR
31.72% (Avg)
Max 134.30%Min 16.46%
5-Year CAGR
28.73% (Avg)
Max 87.07%Min 17.70%
Yearly Breakdown (Most Likely Path)
| Year | Invested | Return | Interest | Balance |
|---|---|---|---|---|
| 1 | ₹3.00 L | 2.16% | ₹8,646 | ₹4.09 L |
| 2 | ₹3.30 L | 16.37% | ₹1.21 L | ₹8.60 L |
| 3 | ₹3.63 L | 5.21% | ₹63,670 | ₹12.86 L |
| 4 | ₹3.99 L | 0.04% | ₹642 | ₹16.86 L |
| 5 | ₹4.39 L | 7.79% | ₹1.66 L | ₹22.91 L |
| 6 | ₹4.83 L | 12.98% | ₹3.60 L | ₹31.34 L |
| 7 | ₹5.31 L | 3.36% | ₹1.23 L | ₹37.89 L |
| 8 | ₹5.85 L | 10.75% | ₹4.70 L | ₹48.44 L |
| 9 | ₹6.43 L | 15.09% | ₹8.28 L | ₹63.15 L |
| 10 | ₹7.07 L | 12.62% | ₹8.86 L | ₹79.09 L |
| 11 | ₹7.78 L | 7.40% | ₹6.43 L | ₹93.30 L |
| 12 | ₹8.56 L | 3.51% | ₹3.58 L | ₹1.05 Cr |
| 13 | ₹9.42 L | 14.19% | ₹16.29 L | ₹1.31 Cr |
| 14 | ₹10.36 L | 5.77% | ₹8.17 L | ₹1.50 Cr |
| 15 | ₹11.39 L | 10.91% | ₹17.57 L | ₹1.79 Cr |
| 16 | ₹12.53 L | 12.29% | ₹23.49 L | ₹2.15 Cr |
| 17 | ₹13.78 L | 15.55% | ₹35.51 L | ₹2.64 Cr |
| 18 | ₹15.16 L | 10.59% | ₹29.55 L | ₹3.09 Cr |
| 19 | ₹16.68 L | 5.31% | ₹17.28 L | ₹3.43 Cr |
| 20 | ₹18.35 L | 15.49% | ₹55.90 L | ₹4.17 Cr |